MyFolio Market
MyFolio Market makes the choice of picking the right fund for your client a little easier.
They are a range of risk targeted, multi asset funds with five to choose from. Each fund has a different level of risk. From the lower risk MyFolio Market I through to the higher risk MyFolio Market V. Each is designed with the aim of maximising potential investment returns for your clients chosen level of risk.
Risk versus return
Each MyFolio Market fund invests in a range of index funds with a combination of lower risk assets, such as cash and bonds, and higher risk assets, such as company shares. The combination is different for each MyFolio Market fund, so for example, MyFolio Market I will hold fewer higher risk assets and more lower risk assets while MyFolio Market V will holder more higher risk assets and less lower risk assets.
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Why choose MyFolio Market
- Diversification. These funds invest in a broad range of global asset classes, including company shares, government bonds, corporate bonds, property companies and cash.
- Simplicity. Unlike many other investment funds, MyFolio Market makes the process easy to understand. You and your client determine their attitude to risk, then choose the MyFolio Market fund that matches their risk profile
- Flexibility. Your client can always change their mind. If their attitude to risk changes, just switch to another MyFolio Market fund or to any other fund in our range.
- Easy access to asset managers. We've selected global asset managers abrdn and Vanguard to take care of our MyFolio Market funds
- Put your mind at rest. Once your client is invested in a MyFolio Market fund, you can be confident that it will be regularly monitored and rebalanced to ensure the fund stays within the appropriate risk level and that the objective of each fund is being met.